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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MATHESON FINANCIAL ADVISORS Service code 34 · EIN 20-0431875 | Valuation (appraisals, etc.) | $9,250 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,499 | $95,438-49.2% | $135,982-64.3% | $74,473-34.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 53.53% | 32.61%+20.9pp | 68.32%-14.8pp | 34.36%+19.2pp |
| Employer contribution / active EE | $3,340 | $3,878-13.9% | $4,859-31.3% | $2,638+26.6% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $34 | $259-86.9% | $10,767-99.7% | $347-90.2% |